Michael Caggiano is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held various positions including roles at Quinnipiac University and Jenkinsons Parking. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, alternative investments, and integrated services across the Goldman Sachs ecosystem.

Victoria Curreri is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles with Goldman Sachs & Co. LLC and community involvement with multiple youth sports organizations and Iona University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs. The firm employs strategic and tactical allocation models and integrates research and implementation tools across the broader Goldman Sachs ecosystem.

Michael Finetti is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services and Key Client Fiduciary Advisors, and his background includes four years at the University of Delaware and West Essex High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and private funds, providing investment management, financial planning, retirement consulting, and access to various investment platforms. The firm offers discretionary, customized portfolios supported by an Investment Committee and emphasizes tax and accounting integration, as well as administrative family office services.

James Costello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, a business offering insurance services. Osaic Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, retirement plans, and sovereign wealth funds. The firm offers a range of investment programs, financial planning, and access to alternative investments, utilizing both fundamental and technical strategies alongside platform integrations and third-party managers.

Aaron Liberman is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and Steward Partners’ affiliated entities. He is also the owner of The S&L Group, a non-investment-related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Benjamin Bush is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 17 years of industry experience. He has worked with both firms since 2008. Outside of his advisory role, he is involved in selling insurance products through an approved brokerage and participates in private client investment and insurance services. He also earns referral fees for introducing clients to real estate financing opportunities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides a range of financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

Lucille Logozzo is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, where she has worked since 2021. She has four years of industry experience and previously held roles with the NYC Board of Education and Heroes Paradise. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Valeri is a financial advisor with Guardian Life in Parsippany, NJ, holding Series 63 and Series 66 licenses and possessing six years of industry experience. His prior work includes roles at Park Avenue Securities, Dawson James Securities, Bank of America, and Merrill. Outside of finance, he has worked as an Uber/Lyft driver. Michael is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies and a variety of integrated financial planning and investment solutions.

Rong Ling Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. Lin has worked at Citigroup since 2017 and was previously employed at Merrill from 2015 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and diverse market roles.

Briana Iannaccone is a CFP® with six years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. She has worked with Steward Partners Investment Solutions, LLC and Raymond James Financial Services Inc, among other roles. Outside of financial advising, she has been involved in entrepreneurial and educational activities including a dog training business and a position at Ramapo College of New Jersey. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and advisory solutions, combining in-house and third-party strategies with ongoing monitoring and financial planning services.

James Rotondo is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as experience with DoorDash, Inc. Outside the financial sector, he has been involved with Cobra Flats LLC since 2022 and was associated with Millburn Culinary Associates Inc. from 2016 to 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.

Matthew Warren is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2015 and previously worked at Ameriprise from 2002 to 2015. Warren also operates Warren and Associates Wealth Management, an affiliated advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party strategists to implement various investment approaches.

Thomas Messina is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with firms including Nexus Wealth Strategies LLC and Compass Wealth Strategies, and serves as a board member of the Mahwah Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lindsay Gregory is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Lauren Ellberger is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she serves as treasurer for Young Israel of Teaneck, a local synagogue with approximately 300 families. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Peter Sengos is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2026. Prior to his financial career, he spent four years at the University of Rhode Island and has experience in secondary education. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides a range of brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies and digital advisory solutions, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Della Lounsbery is a financial advisor at Cetera Planning Partners with 13 years of industry experience. She holds the Series 63 designation and has worked at several firms within the Cetera and Avantax organizations since 2013. Beyond her advisory role, she is involved in tax preparation and accounting through her employment at Stephen E. Plain LLC dba SEP Financial Services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach is based on diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

John Beck Jr. is a CFP®-certified financial advisor at MAI Capital Management, LLC with nine years of industry experience. His prior roles include positions at TIAA-CREF, Merrill Lynch, and Corient Services. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and integrates financial planning, tax, and bill-pay services within its client relationships.

Gianna De Mayo is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, having previously worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Before entering the financial industry, she was employed in educational roles at Indiana University, Middlesex Community College, and Monroe Township High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm offers a range of financial planning and consulting services, utilizing both advisor-led and model-based strategies, alongside proprietary and third-party platforms.

Matthew Holden is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and previously worked at RegentAtlantic for nine years before joining Corient. He has served in roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.